Coca-Cola Consolidated
COKE
271 hedge funds and large institutions have $2.13B invested in Coca-Cola Consolidated in 2021 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 72 increasing their positions, 87 reducing their positions, and 18 closing their positions.
211% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 18
54% more capital invested
Capital invested by funds: $1.38B → $2.13B (+$743M)
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
14% more funds holding
Funds holding: 237 → 271 (+34)
8.72% less ownership
Funds ownership: 494.02% → 485.29% (-8.7%)
17% less repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 87
Top Buyers
| 1 |
Lazard Asset Management
New York
|
+$9.52M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$6.2M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$3.95M |
| 4 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
+$3.75M |
| 5 |
JP Morgan Chase
New York
|
+$3.71M |
Top Sellers
| 1 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$12M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$11.7M |
| 3 |
Goldman Sachs
New York
|
-$7.78M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$5.4M |
| 5 |
Bank of New York Mellon
New York
|
-$5.08M |
COKE Hedge Fund Activity: Q4 2021 in Review
271 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Consolidated (COKE) for Q4 2021, worth a combined $2.13B — up 54% from $1.38B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new COKE positions and 18 closed out — a net gain of 38 holders — while 72 added to existing stakes and 87 trimmed.
The largest buyer was Lazard Asset Management, adding an estimated $9.52M. The largest seller was Jacobs Levy Equity Management, cutting an estimated $12M.
- 271 institutional investors held Coca-Cola Consolidated (COKE) as of Q4 2021, up from 237 in Q3 2021.
- Funds reported $2.13B of Coca-Cola Consolidated stock for Q4 2021, up 54% quarter-over-quarter.
- 56 funds opened new Coca-Cola Consolidated positions in Q4 2021 and 18 closed out, a net change of +38 holders.
- The largest Coca-Cola Consolidated buyer in Q4 2021 was Lazard Asset Management, an estimated $9.52M added.
- The largest Coca-Cola Consolidated seller in Q4 2021 was Jacobs Levy Equity Management, an estimated $12M sold.
Based on aggregated 13F filings for Q4 2021.